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LinkedIn Learning

Engagement Preparation Best Practices for Customer Success Management

via LinkedIn Learning

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Overview

Learn about the essential preparatory research and analysis work that customer success managers should undertake when preparing for a new customer engagement.

Syllabus

1. Preparing the Customer Success Manager
  • Overview of preparing the customer success manager
  • Providing a joined-up customer experience
  • Sources for researching customer information
  • Selecting and validating customer information
  • Information to research, part 1
  • Information to research, part 2
2. Preparing the Customer's Stakeholders
  • Working with the customer: Key concepts
  • Working with the customer: Credibility and rapport
  • Meetings best practice
  • Consultative questioning

Taught by

PracticalCSM

Reviews

4.7 rating at LinkedIn Learning based on 390 ratings

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